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PEQSX vs VIVAX
PEQSX vs VIVAX Comparison
Open Charts PEQSX vs VIVAX
Putnam Large Cap Value R6
Price$34.64
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets36.09B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
PEQSX vs VIVAX Comparison Chart
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PEQSX vs. VIVAX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEQSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEQSX (36.1B). VIVAX pays higher dividends than PEQSX: VIVAX (2.22) vs PEQSX (1.47). PEQSX was incepted earlier than VIVAX: PEQSX (13 years) vs VIVAX (33 years). PEQSX (0.54) is less costly to investors than VIVAX (0.17). PEQSX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (9.00). PEQSX has a lower initial minimum investment than VIVAX: PEQSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. PEQSX (1.53). VIVAX (72.17) and PEQSX (69.00) have equivalent 5 years return.
| PEQSX | VIVAX | PEQSX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 0.387 | -0.958 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.1B | 184B | 20% |
| Annual Yield % from dividends | 1.47 | 2.22 | 66% |
| Returns for 1 year | 1.53 | 5.12 | 30% |
| Returns for 3 years | 22.71 | 20.66 | 110% |
| Returns for 5 years | 69.00 | 72.17 | 96% |
| Returns for 10 years | 82.66 | 96.24 | 86% |
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